Simplicity Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Simplicity Solutions’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.06M	Sell
2023 Q3	$989K	Sell
2023 Q2	$1.08M	Sell
2023 Q1	$1.12M	Buy
2021 Q1	–	Sell
2020 Q4	$2.93M	Buy
2020 Q3	$2.31M	Buy
2016 Q1	–	Sell
2015 Q4	$1.7M	Buy